Fidelity Income Class Portfolio
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Expert management. Built-in diversification.
Our diversified, actively managed portfolios can help you stay on track and maintain your portfolio at a desired risk profile.
Fidelity Managed Portfolios are a suite of risk-targeted investment solutions that use tactical asset allocation to provide a range of income, balanced, growth, equity and retirement-focused portfolios. Each actively managed portfolio provides exposure to a variety of asset classes, with a specific focus on tailoring risk to meet your investment goals.
Looking to diversify with equities?
Introducing the newest addition to our Fidelity Managed Portfolio lineup, Fidelity Global Equity Portfolio, a global portfolio diversified by region, market cap and investment style.
Portfolio selector tool
How you invest starts with choosing an asset mix that is in line with your current circumstances and your short- and long-term goals. If you know your asset mix, you can select it below. You can also speak to your financial advisor, who can help you determine the right mix for you.
Choose a portfolio to review
Fidelity Global Balanced Portfolio - Key features
Blend of growth and income from global investments.
Access to unique asset classes, including real estate.
Investment objectives
Neutral mix is 40% fixed-income and short-term securities and 60% equity securities.
Uses a balanced approach with a bias towards global equity and fixed-income securities.
Risk classification
Low to medium
Service available
Series availability
Neutral asset mix
| ASSET CLASS | NEUTRAL ASSET MIX | RANGE |
|---|---|---|
| EQUITY | 60% | 45% -75% |
| FIXED INCOME | 35% | 20% - 50% |
| SHORT TERM | 5% | 0% - 15% |
Fidelity Global Growth Portfolio - Key features
Geared towards capital growth.
Access to unique asset classes, including real estate.
Investment objectives
Neutral mix is 15% fixed-income and short-term securities and 85% equities securities
Geared towards capital growth with a bias towards global equity and fixed-income securities
Risk classification
Low to medium
Service available
Series availability
Neutral asset mix
| ASSET CLASS | NEUTRAL ASSET MIX | RANGE |
|---|---|---|
| EQUITY | 85% | 70% - 100% |
| FIXED INCOME | 15% | 0% - 30% |
| SHORT TERM | 0% | 0% - 10% |
Fidelity Global Equity Portfolio - Key features
Offers exposure to a diversified portfolio of equities.
Access to a wide range of equity funds focusing on different geographies and investments styles.
Investment objectives
The Portfolio’s neutral mix is 100% equity securities.
Aims to generate capital growth by investing in Fidelity Funds with a focus on global equity securities.
Risk classification
Medium
Service available
Series availability
Neutral asset mix
| ASSET CLASS | NEUTRAL ASSET MIX | RANGE |
|---|---|---|
| EQUITY | 100% | 100% |
Fidelity Global Income Portfolio - Key features
Higher proportion of fixed income than equities, offering a buffer against market volatility.
Potential for long-term capital appreciation.
Investment objectives
Neutral mix is 60% fixed-income and short-term securities and 40% equities securities
Geared towards income with a bias towards global equity and fixed-income securities
Risk classification
Low to medium
Service available
Series availability
Neutral asset mix
| ASSET CLASS | NEUTRAL ASSET MIX | RANGE |
|---|---|---|
| EQUITY | 40% | 25% - 55% |
| FIXED INCOME | 45% | 30% - 60% |
| SHORT TERM | 15% | 0% - 25% |
Fidelity Balanced Portfolio - Key features
Blend of growth and income with a Canadian bias.
Access to unique asset classes, including real estate.
Investment objectives
Neutral mix is 40% fixed-income and short-term securities and 60% equity securities.
Uses a balanced approach with a bias towards Canadian equity and fixed-income securities.
Risk classification
Low to medium
Service available
Series availability
Neutral asset mix
| ASSET CLASS | NEUTRAL ASSET MIX | RANGE |
|---|---|---|
| EQUITY | 60% | 45% - 75% |
| FIXED INCOME | 35% | 20% - 50% |
| SHORT TERM | 5% | 0% - 15% |
Fidelity Growth Portfolio - Key features
Geared towards capital growth.
Access to unique asset classes, including real estate.
Investment objectives
Neutral mix is 15% fixed-income and short-term securities and 85% equities securities
Geared towards capital growth with a bias towards Canadian equity and fixed-income securities
Risk classification
Low to medium
Service available
Series availability
Neutral asset mix
| ASSET CLASS | NEUTRAL ASSET MIX | RANGE |
|---|---|---|
| EQUITY | 85% | 70% - 100% |
| FIXED INCOME | 15% | 0% - 30% |
| SHORT TERM | 0% | 0% - 10% |
Fidelity Income Portfolio - Key features
Higher proportion of fixed income than equities, offering a buffer against market volatility.
Potential for long-term capital appreciation.
Neutral asset mix
| ASSET CLASS | NEUTRAL ASSET MIX | RANGE |
|---|---|---|
| EQUITY | 40% | 25% - 55% |
| FIXED INCOME | 45% | 30% - 60% |
| SHORT TERM | 15% | 0% - 25% |
Fidelity Balanced Managed Risk Portfolio - Key features
Combination of equity and fixed-income exposure geared towards mitigating the harmful impact of market volatility while also providing opportunities to generate long-term capital appreciation.
Invests in a unique blend of globally diversified asset classes.
Investment objectives
Fidelity Balanced Managed Risk Portfolio is a diversified multi-asset class solution which aims to mitigate the impact of market volatility while also providing the potential for long-term capital growth.
Risk classification
Low to medium
Service available
Series availability
Neutral asset mix
| ASSET CLASS | NEUTRAL ASSET MIX |
|---|---|
| U.S. LONG TREASURIES | 10% |
| CANADIAN GOVERNMENT LONG BONDS | 10% |
| TACTICAL FIXED INCOME | 15% |
| CANADIAN SHORT TERM | 5% |
| CANADIAN LOW VOLATILITY | 20% |
| GLOBAL INTRINSIC VALUE | 20% |
| GLOBAL LOW VOLATILITY | 20% |
Fidelity Conservative Managed Risk Portfolio - Key features
Combination of equity and fixed-income exposure geared towards mitigating the harmful impact of market volatility while also providing opportunities to generate long-term capital appreciation.
Invests in a unique blend of globally diversified asset classes.
Investment objectives
Fidelity Conservative Managed Risk Portfolio is a multi-asset class solution designed to mitigate the impact of market volatility while also providing some equity exposure for the potential for capital growth.
Risk classification
Low to Medium
Service available
Series availability
Neutral asset mix
| ASSET CLASS | NEUTRAL ASSET MIX |
|---|---|
| U.S. LONG TREASURIES | 10% |
| CANADIAN GOVERNMENT LONG BONDS | 10% |
| TACTICAL FIXED INCOME | 25% |
| CANADIAN SHORT TERM | 15% |
| CANADIAN LOW VOLATILITY | 15% |
| GLOBAL INTRINSIC VALUE | 10% |
| GLOBAL LOW VOLATILITY | 15% |
Our solutions
Income
Fidelity Managed Risk Portfolios
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